David Eldredge

$387B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-15
TX	RA	APPROVED	2026-05-12

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd, Tampa, FL 33607 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fisher Investments	Tampa	FL	04/2026	Present
Cd Roma	St Petersburg	FL	05/2015	09/2016
Publix	St. Pete Beach	FL	12/2015	11/2018
Select Valet	St Pete	FL	06/2019	03/2020
Publix	St. Petersburg	FL	03/2020	05/2021
Achieva Credit Union	St. Petersburg	FL	04/2021	03/2023
Bayfirst Financial	Seminole	FL	04/2023	04/2026
Florida Central Credit Union	St. Petersburg	FL	11/2020	03/2021
Live Pacific University East (Formerly Ignite)	Christiansburg	VA	01/2016	05/2019

04/2026 → Present

Fisher Investments

Tampa, FL
05/2015 → 09/2016

Cd Roma

St Petersburg, FL
12/2015 → 11/2018

Publix

St. Pete Beach, FL
06/2019 → 03/2020

Select Valet

St Pete, FL
03/2020 → 05/2021

Publix

St. Petersburg, FL
04/2021 → 03/2023

Achieva Credit Union

St. Petersburg, FL
04/2023 → 04/2026

Bayfirst Financial

Seminole, FL
11/2020 → 03/2021

Florida Central Credit Union

St. Petersburg, FL
01/2016 → 05/2019

Live Pacific University East (Formerly Ignite)

Christiansburg, VA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-12